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Cutler Group’s iShares Gold Trust IAU Stock Holding History

Cutler Group’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-600
Closed -$1K – 3918
2023
Q3 		$1K Sell
600
-16,600
-97% -$606K ﹤0.01% 3525
2023
Q2 		$8K Sell
17,200
-3,600
-17% -$135K ﹤0.01% 2369
2023
Q1 		$13K Buy
20,800
+10,700
+106% +$384K ﹤0.01% 2154
2022
Q4 		$6K Buy
10,100
+400
+4% +$13.1K ﹤0.01% 3045
2022
Q3 		$23K Sell
9,700
-4,900
-34% -$161K ﹤0.01% 2505
2022
Q2 		$38K Buy
14,600
+4,700
+47% +$167K ﹤0.01% 2155
2022
Q1 		$23K Sell
9,900
-4,900
-33% -$175K ﹤0.01% 2930
2021
Q4 		$18K Buy
14,800
+2,800
+23% +$95.7K ﹤0.01% 3203
2021
Q3 		$15K Sell
12,000
-3,200
-21% -$109K ﹤0.01% 3592
2021
Q2 		$29K Buy
15,200
+11,650
+328% +$403K ﹤0.01% 2972
2021
Q1 		$17K Sell
3,550
-17,100
-83% -$584K ﹤0.01% 3339
2020
Q4 		$31K Buy
20,650
+1,950
+10% +$69.8K ﹤0.01% 2335
2020
Q3 		$31K Buy
18,700
+12,150
+185% +$444K ﹤0.01% 2132
2020
Q2 		$1K Sell
6,550
-150
-2% -$4.92K ﹤0.01% 4056
2020
Q1 		$10K Buy
6,700
+1,300
+24% +$39.3K ﹤0.01% 2716
2019
Q4 		$7K Buy
+5,400
New +$153K ﹤0.01% 2843
2018
Q3 		– Sell
-2,250
Closed -$2K – 4361
2018
Q2 		$2K Buy
+2,250
New +$56.4K ﹤0.01% 3576
2017
Q1 		– Sell
-850
Closed -$1K – 6724
2016
Q4 		$1K Buy
+850
New +$19.9K ﹤0.01% 6009
2016
Q1 		– Sell
-1,050
Closed -$13K – 6782
2015
Q4 		$13K Buy
+1,050
New +$22.4K ﹤0.01% 3852

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cutler Group's IAU Position: Q1 2024 in Review

Cutler Group sold out of iShares Gold Trust (IAU) in Q1 2024, closing a stake of 42,572 shares — an estimated $1.67M sold.

Cutler Group first reported a position in IAU in Q1 2016 and held it in 22 quarters. The position peaked at $5.81M in Q2 2020. 1,145 funds tracked by Wall St. Rank hold IAU as of Q1 2024.

  • Cutler Group reported no remaining iShares Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 42,572 iShares Gold Trust shares in Q1 2024, an estimated $1.67M.
  • Cutler Group first reported a position in iShares Gold Trust in Q1 2016 and held it in 22 quarters.
  • Cutler Group's iShares Gold Trust position peaked at $5.81M in Q2 2020.
  • 1,145 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.